Veziv IT web solutions: why a lead module and not just a form
Today's visitors are quick to notice a long form or a message that has nothing to do with them. Many leave before giving a phone number. Many companies use form plugins, but they need a system that:
- collects the visitor's basic details without scaring them off;
- comes back to them with suitable messages, so they complete the rest;
- hands the sales team leads with complete data, already qualified wherever possible.
AVBS works with people interested in loans and refinancing, where the quality of each lead matters. The company wanted a friendly experience for visitors and wanted to get rid of the pile of incomplete data. That is how the work with Veziv IT Services started.
How the module works on the AVBS website
A step-by-step form, with only the data needed
Long forms lose visitors at first contact. The module first asks only for what is strictly needed, one step per screen. The answers lead down the right path: depending on the loan type and the amount, the visitor goes to a different step or a different page. Steps, fields and buttons are configured from the admin panel, without a programmer.
Phone verified by SMS
The visitor gets a code by SMS and enters it on the website. The code expires and can be resent, and after too many wrong attempts the verification locks. The sales team gets only real numbers.
Statuses set automatically
Each lead gets a status by itself, according to how much it has filled in: phone verified, qualified by loan type, with answers, with full details and e-mail. The team sees from the list whom to call first.
Follow-up messages and ongoing contact
After the first details, the system sends follow-up messages by e-mail, SMS or WhatsApp. The messages:
- remind the visitor to fill in what is missing, without pressure;
- go out at the moment they are most likely to respond;
- continue with content suited to the stage they are at, segmented by the pages visited and the actions taken.
Leads with complete information
In the end, for each lead the sales team has the basic details (name, e-mail, phone), their interests and the stage they are at: filled in the form, opened an e-mail, made a request. The phone conversation starts from what you already know.
Loan calculator on the website
Also for AVBS, Veziv built an instalment calculator for several types of loan, in lei or euros. The IRCC and EURIBOR reference rates (IRCC is the Romanian consumer credit index) update themselves every day.
The link to TheMarketer
TheMarketer is the technical partner for automating communication. Leads go there automatically as subscribers, according to rules the company sets on the lead's fields. The messages suit each visitor, and the company sees what works and adjusts its communication.
How we implemented the lead module
Analysis
We looked at where visitors leave the website, what interests them and which forms scare them off. We decided which data is mandatory and how many steps a visitor will put up with.
The flow
We mapped when the forms appear, in what order the information is asked for and when the follow-up messages go out.
Development and connections
We wrote the module on the client's existing website and connected it to the e-mail marketing program and to SMS.
Testing
We tried the module on low and high traffic, from computer and phone, and adjusted the screens and the timing of the messages.
Launch and monitoring
We launched without taking the website down and followed drop-off, completed forms and response time.
All leads in one place
From the admin panel, the team sees each lead with its details, preferences and the stage it is at. The automatic messages can be changed easily, according to the active campaigns. For companies that want more, the same leads can go into a CRM with sales stages, and messages and reminders can be sent automatically, as in RPA automation.
What changed after implementation
- Fewer visitors abandoned the initial form.
- More came back to complete their request.
- The data was better, and the sales team gave good feedback.
- Visitors liked the short steps and the suitable messages.
At Veziv IT, web solutions like this one are not just form plugins. They are the way a company organises the road from visitor to customer. If you want something similar on your website, write to us or see other work in our projects.